Key Takeaways SYF renewed its consumer financing partnership with Polaris across U.S. dealers.Synchrony will offer promo financing and installment loans for vehicles, gear and service plans.SYF's net interest margin rose 48 bps to 15.2% in 2025, aided by specialty retail finance.Synchrony Financial (SYF) has renewed its long-standing consumer financing partnership with Polaris, extending a relationship that has supported dealers and customers for nearly two decades. The agreement ensures continued access to ...

Key Takeaways ARM's two-sided ecosystem links developers and hardware makers, reinforcing its mobile CPU dominance.ARM architecture supports Android, iOS, Windows and Linux, driving broad device compatibility.ARM IP powers nearly every smartphone, while partners like Qualcomm deepen its scale advantage.Arm Holdings plc’s (ARM) competitive strength is rooted in a powerful two-sided network effect that closely connects software developers and hardware manufacturers within a mutually reinforcing ecosystem.ARM’ ...

Editor's note: Seeking Alpha is proud to welcome Muhammad Ibrahim Ihsan as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a public equity investor based out of San Francisco. I work for Spitfire Capital, a value oriented public market investment fund focused on small and mid cap companies. We are generalists who invest in high quality companies and ...

Core Viewpoint - Brookfield Asset Management's new AI infrastructure company, Radiant, has been valued at $1.3 billion following its merger with UK-based Ori Industries, highlighting the growing demand for AI infrastructure amid a shortage of high-performance computing capacity [1][4]. Company Summary - Radiant was formed to provide on-demand access to AI chips and has merged with Ori Industries, a cloud computing firm based in London [1]. - All existing investors of Ori have rolled their stakes into Radiant, with Brookfield injecting additional capital into the new entity [2]. - Mahdi Yahya, founder of Ori, will serve as president of Radiant, emphasizing the partnership with Brookfield to address the supply-demand imbalance in AI infrastructure [5]. Financial Overview - The valuation of Radiant was established earlier in February 2026, although the exact contribution of Ori to this valuation remains unclear [2]. - Ori had total assets of £42.5 million ($57.2 million) and total debt of £11.3 million as of the end of 2024 [4]. Industry Context - The merger comes at a time when there is a race among investors to build the necessary infrastructure for advanced AI, driven by a shortage of computing capacity [4]. - Brookfield's AI infrastructure fund aims to raise $10 billion, with plans to scale up to $100 billion through co-investment and financing [5]. - The UK government is significantly increasing data-center construction, planning to expand national computing capacity by 20-fold by 2030, classifying data centers as critical infrastructure [5].

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Core Viewpoint - Melrose Industries PLC is a key player in the aerospace and defense sector, focusing on acquiring and improving underperforming businesses to enhance shareholder value [1] Financial Performance - On February 27, 2026, Melrose reported an earnings per share (EPS) of $0.22, matching estimates, and revenue of approximately $2.43 billion, also aligning with expectations, indicating stable financial performance [2][5] - The aerospace and defense sector reported a statutory operating profit of £600 million, a significant turnaround from a £4 million loss in 2024, with adjusted profit before tax rising by 21% to £515 million [4] Shareholder Actions - Despite a 13% decline in shares to 556p, the company announced a £175 million share buyback program and a 20% dividend increase, reflecting confidence in its financial health and commitment to returning value to shareholders [3]

United's stock and other airline shares get a reality check from rising oil prices, market jitters - MarketWatch# United's stock and other airline shares get a reality check from rising oil prices, market jitters## United Airlines' stock leads S&P 500 declinersPublished: Feb. 27, 2026 at 2:03 p.m. ETShareResize---Listen(2 min)United Airlines' stock was on track for its worst percentage decline since April. Photo: Getty ImagesUnited Airlines' stock was leading S&P 500 index decliners on Friday and heading fo ...

Report: Active ETFs Topped $2 Trillion in Global AUM in JanuaryActive ETFs have continued their ascent to start 2026. The category, which has seen accelerated launches and flows in recent years, surpassed a major milestone in January. According to a report from independent ETF research firm ETFGI, active ETFs globally hit $2 trillion in AUM last month.See more: [Why Small-Cap ETFs Can Win The First Half in 2026]The global active ETF industry added some $76 billion in net inflows last month, according to a p ...

Block, Inc. (NYSE:XYZ) stock surged Friday after the fintech giant paired a blowout fourth quarter with a sweeping workforce reduction, prompting a wave of bullish analyst reactions. Deep staff cuts and accelerating Cash App momentum are set to turbocharge margins and reshape the company's earnings power — and Wall Street is taking notice.Needham analyst Mayank Tandon reiterated his bullish stance on Block, raising his price forecast after the company posted strong fourth-quarter results and announced a maj ...

The Goldman Sachs-Innovator Acquisition Already Bearing FruitThe ETF marketplace underwent a seismic shift at the end of last year with Goldman Sachs Asset Management (GSAM) [acquiring] Innovator Capital Management. Known for their pioneering ETF strategies, Innovator brings their [Defined Outcome suite] under the storied GSAM banner, which helps position the firm as a dominant force in risk-managed investing as well as income.With the CBOE Volatility Index (VIX) up close to 40% this year, these active ETF ...